Edward Bayarski
Edward Bayarski is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 51 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4860 Cox Road, Suite 200, Office 268, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the president and owner of Strategic Wealth Planning, Inc. and Strategic Tax Planning, Inc. He also sells fixed insurance, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Nathan & Lewis Securities, INC.Broker
First Montauk Securities CORP.Broker
New England SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman/american Express INC.Broker
J. W. Weller & CO., INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.